Topic:
Property

” Untangling Pre – Marital Jointly Owned Property – The Family Code 2650 Solution – How to Apply 2650 and What Are the Tactical Considerations. “

Explore the Myth of a True Joint Tenancy in Family Law: Characterization and Reimbursement Issues Relating to Joint Premarital Acquisitions. Issues arise when a couple purchases property together prior to marriage in joint form and one person contributes more to the acquisition than the other. The non-contributing spouse argues that a true joint tenancy exists and the equity in the house should be equally split without any “2640” rights because the asset was acquired before marriage. Vanessa and Bob pull apart the relevant code sections and explain why this position should not prevail in any family law court. Presenters: Vanessa Wills, CFLS, and Robert Blevans, CFLS, AAML, Blevans & Blevans This presentation is approved for 1 hour of specialization and recertification credit in family law and MCLE credit. November 27, 2018 61 minutes

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“Bankruptcy Issues in Divorce” 2016

In addition to a review of the bankruptcy basics, you will learn about new developments and revised dollar and debt limits under BAPCPA and how they may affect your divorce clients, If you want a primer on the interrelation of bankruptcy and family law and as well as an update to your knowledge base, this is a can’t-miss presentation. The materials include a thorough and concise description of the issues for Family Lawyers and a schedule of the bankruptcy laws, terms, exclusions and limits for quick reference.

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“Issues in Apportionment of Assets: Equity Compensation and Real Property”

Mr. Stegner and Ms. McFarlin discuss various types of equity and real property apportionment between community and separate property. They analyze the documents needed to make such calculations as well as the methods used to make such apportionment (Hug / Nelson / Sequential) as well as Moore /Marsden and Branco calculations. Jeff Stegner CPA-ABV has over 30 years’ experience in accounting, the last 20+ focused on forensic accounting and business valuation.  He has been qualified as an expert in all SF Bay Area counties and been retained in well over 1,000 cases. Ms. Natalie McFarlin CPA-ABV has over 10 years’ experience in forensic accounting and business valuation and has also been qualified as an expert in most Bay Area courts.

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“The Effect of Marital Status and the Characterization of Property on Post-Death Transfers”

In Estate Planning, titling means everything and often the way property is characterized can make a huge difference at the time of death. In Family Law we many times start with property characterized as part of an estate plan and conclude with the issue of how to characterize property post dissolution with no estate plan in place. This presentation poses the potential problems and available solutions for planning if death during dissolution process – Family Court or Probate Court. Title of property on death with and without estate planning documents. Applicability of family law principles in Probate Court. Anticipate the potential problems and plan accordingly. The speaker is an estate planning attorney who “inherits” our problems.

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760 Erosion: Through the Brooks and Into the Valli?

Ron Granberg gives a thought provoking analysis of the effects and application of IRMO Brooks and Robinson. Does this case change 20 years of legal reasoning? Learn how you can argue contrary positions when faced with reasoning on transmutation and characterization issues. Should you take additional litigation action in anticipation of these arguments? Should prenuptial agreements anticipate this line of reasoning? Does the fact that property is initially acquired change from the application to already-owned property? Ron Granberg is well known for approaching complicated issues in a well reasoned approach with some levity!

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